Institutional Ownership Ishares S&P 500 Growth ETF (IVW)
This table provides information about the institutional ownership of Ishares S&P 500 Growth ETF (IVW). We have compiled data on the 2,015 institutions that hold shares in the stock, with a total of 427 Million shares, which have been reported (via 13F filing form) to have a value of $37.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
6,943
shares
|
$612,719
0.15% of portfolio
|
Q1 2025
Added 11.37%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
6,920
shares
|
$610,690
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
6,905
shares
|
$609,366
0.02% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Moulton Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
6,875
shares
|
$606,718
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
6,850
shares
|
$604,512
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Apr 16, 2025 Q1 2025 |
6,840
shares
|
$603,630
0.34% of portfolio
|
Q1 2025
Added 21.26%
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
6,832
shares
|
$602,924
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
6,830
shares
|
$602,747
0.08% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
6,815
shares
|
$601,423
0.24% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
6,815
shares
|
$601,423
0.15% of portfolio
|
Q1 2025
Reduced 20.27%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Apr 16, 2025 Q1 2025 |
6,805
shares
|
$600,541
0.43% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Sageworth Trust CO Of South Dakota
|
Jan 28, 2025 Q4 2024 |
6,804
shares
|
$600,453
0.94% of portfolio
|
Q4 2022
New holding
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
6,755
shares
|
$596,128
0.02% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
6,753
shares
|
$595,952
0.05% of portfolio
|
Q2 2022
Added 57.23%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
6,745
shares
|
$595,246
0.26% of portfolio
|
Q1 2025
Reduced 11.21%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
6,737
shares
|
$594,540
0.25% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
6,735
shares
|
$594,363
0.48% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
6,734
shares
|
$594,275
0.1% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
6,725
shares
|
$593,481
0.06% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
6,711
shares
|
$592,245
0.04% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Friday Financial
Dubuque, IA |
Apr 22, 2025 Q1 2025 |
6,703
shares
|
$591,539
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
6,693
shares
|
$590,657
0.11% of portfolio
|
Q1 2025
Added 190.49%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jan 21, 2025 Q4 2024 |
6,675
shares
|
$589,068
1.07% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
6,658
shares
|
$587,568
0.01% of portfolio
|
Q4 2024
Added 38.82%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
6,631
shares
|
$585,185
0.1% of portfolio
|
Q4 2024
Added 91.37%
|